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PFG Investments’s Oracle ORCL Stock Holding History

PFG Investments’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10M Buy
68,384
+20,148
+42% +$3.65M 0.39% 48
2026
Q1 		$7.1M Buy
48,236
+6,038
+14% +$981K 0.33% 59
2025
Q4 		$8.22M Buy
42,198
+2,816
+7% +$670K 0.39% 45
2025
Q3 		$11.1M Buy
39,382
+1,092
+3% +$278K 0.58% 26
2025
Q2 		$8.37M Buy
38,290
+1,223
+3% +$197K 0.49% 33
2025
Q1 		$5.18M Sell
37,067
-1,412
-4% -$230K 0.33% 61
2024
Q4 		$6.41M Buy
38,479
+1,677
+5% +$298K 0.4% 39
2024
Q3 		$6.27M Sell
36,802
-896
-2% -$130K 0.4% 45
2024
Q2 		$5.32M Buy
37,698
+751
+2% +$93.3K 0.38% 50
2024
Q1 		$4.64M Buy
36,947
+24,795
+204% +$2.84M 0.28% 76
2023
Q4 		$1.28M Buy
12,152
+1,670
+16% +$182K 0.24% 103
2023
Q3 		$1.11M Buy
10,482
+850
+9% +$98.4K 0.21% 101
2023
Q2 		$1.15M Buy
9,632
+2,089
+28% +$216K 0.2% 108
2023
Q1 		$701K Buy
+7,543
New +$661K 0.14% 158

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

PFG Investments's ORCL Position: Q2 2026 in Review

PFG Investments increased its Oracle (ORCL) stake by 42% in Q2 2026, buying an estimated $3.65M and bringing the position to 68,384 shares worth $10M. The position accounts for 0.39% of the portfolio, ranked #48.

PFG Investments first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.1M in Q3 2025. 1,473 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • PFG Investments held 68,384 shares of Oracle worth $10M as of Q2 2026.
  • PFG Investments bought 20,148 Oracle shares in Q2 2026, an estimated $3.65M.
  • Oracle made up 0.39% of PFG Investments's portfolio in Q2 2026, its #48 holding.
  • PFG Investments first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Oracle position peaked at $11.1M in Q3 2025.
  • 1,473 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.